Client Resources
Below, you'll find answers to the questions we get asked the most about Taxes, Bookkeeping, and your Client Portal.
General FAQs
| State | Department Name | Resource Link (Click to open in new tab/window) |
| Alaska | Department of Revenue | Tax Division Website |
| Alabama | Department of Revenue | Department of Revenue |
| Arkansas | Department of Finance and Administration | Department of Revenue Website |
| Arizona | Department of Revenue | Department of Revenue Website |
| California | Franchise Tax Board | Franchise Tax Board Website [Income Taxes] |
| California | Franchise Tax Board | Department of Finance [Budgeting & Forecasting] |
| Colorado | Department of Revenue | Department of Revenue |
| Connecticut | Department of Revenue Services | Department of Revenue Services |
| District of Columbia | Office of Tax and Revenue | Office of the Chief Financial Officer |
| Delaware | Division of Revenue | Division of Revenue |
| Florida | Department of Revenue | Department of Revenue |
| Georgia | Department of Revenue | Department of Revenue |
| Hawaii | Department of Taxation | Department of Taxation |
| Iowa | Department of Revenue | Department of Revenue |
| Idaho | State Tax Commission | State Tax Commission |
| Illinois | Department of Revenue | Department of Revenue |
| Indiana | Department of Revenue | Department of Revenue |
| Kansas | Department of Revenue | Department of Revenue |
| Kentucky | Department of Revenue | Department of Revenue |
| Louisiana | Department of Revenue | Department of Revenue |
| Massachuse tts | Department of Revenue | Department of Revenue |
| Maryland | Comptroller of Maryland | Comptroller of Maryland |
| Maine | Revenue Services | Revenue Services |
| Michigan | Department of Treasury | Department of Treasury |
| Minnesota | Department of Revenue | Department of Revenue |
| Missouri | Department of Revenue | Department of Revenue |
| Mississippi | Department of Revenue | Department of Revenue |
| Montana | Department of Revenue | Department of Revenue |
| North Carolina | Department of Revenue | Department of Revenue |
| North Dakota | Department of Revenue | Office of State Tax Commissioner |
| Nebraska | Department of Revenue | Department of Revenue |
| New Hampshire | Department of Revenue | Department of Revenue Administration |
| New Jersey | Department of Revenue | Division of Taxation |
| New Jersey | Department of Revenue | Division of Revenue [Business taxes & eFiling] |
| New Mexico | Department of Revenue | Taxation and Revenue Department |
| Nevada | Department of Taxation | Department of Taxation |
| New York City | Taxation and Revenue Department | Department of Finance |
| New York | State Department of Taxation | State Department of Taxation and Finance |
| Ohio | Office of State Tax Commissioner | Department of Taxation |
| Oklahoma | Tax Commission | Tax Commission |
| Oregon | Department of Taxation | Department of Revenue |
| Pennsylvania | Department of Revenue | Department of Revenue |
| Philadelphia, PA | Department of Revenue | Department of Revenue |
| Puerto Rico | Department of Revenue | Department of Revenue [Departamento de Hacienda] |
| Rhode Island | Department of Revenue | Division of Taxation |
| South Carolina | Department of Revenue | Department of Revenue |
| South Dakota | Department of Revenue and Regulation | Department of Revenue |
| Tennessee | Department of Revenue | Department of Revenue |
| Texas | Comptroller of Public Accounts | Comptroller of Public Accounts |
| Utah | State Tax Commission | State Tax Commission |
| Virginia | Department of Taxation | Department of Taxation |
| Vermont | Department of Taxes | Department of Taxes |
| Washington | Department of Revenue | Department of Revenue |
| Wisconsin | Department of Revenue | Department of Revenue |
| West Virginia | Department of Revenue | Department of Revenue |
| Wyoming | Department of Revenue | Department of Revenue |
No. We encourage our clients to make their own tax payments and assist them with the process.
Check out: ETS Payment Guide
There are two types of payment plans that you can request.
- An extension of time to file (Short-term)Pay amount owed in 180 days or less*Note – only individual taxpayers can apply for a short-term payment plan online.
Payment Method Costs After applying for a short-term payment plan, payment options include: - Pay directly from a checking or savings account (Direct Pay) (Individuals only)
- Pay electronically online or by phone using Electronic Federal Tax Payment System (EFTPS) (enrollment required)
- Pay by check, money order or debit/credit card
Fees apply when paying by card
- Apply online: $0 setup fee (individuals only)
- Apply by phone, mail, or in-person: $0 setup fee (up to 180 days)
- Plus accrued penalties and interest until the balance is paid in full
- An installment agreement (Long-term)
Pay amount owed in monthly payments
| Payment Options | Costs |
| Option 1: Pay through Direct Debit (automatic monthly payments from your checking account), also known as a Direct Debit Installment Agreement (DDIA). |
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Option 2: After applying for a long-term payment plan, payment options include:
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Full article: https://www.irs.gov/payments/interest
Email us at contact@exceptionaltaxservices.com
Bookkeeping FAQs
- Go to Bookkeeping then Transactions then select Bank transactions (Take me there), or go to Banking (Take me there).
- If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
Note: If you come over from QuickBooks Desktop, you'll have to connect your bank/credit card accounts again for security reasons. - In the search field, enter the name for your bank, credit card, or credit union. Note: If you can’t find your bank but still want to add your transactions, you can manually upload your bank transactions.
- Select Continue. Then sign in to your bank with your user ID and password.
- Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
- Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.
If you don't see the right account type in the dropdown
- Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
- Select Connect.
Note: American Express Business accounts require a few different steps. Learn how to connect an American Express Business card.
Taxes FAQs
Tax credits are generally considered to be better than tax deductions because they directly reduce the amount of tax you owe. The effect of a tax deduction on your tax liability depends on your marginal tax bracket.
If you owe taxes, the IRS offers several options where you can pay immediately or arrange to pay in installments:
- Electronic Funds Withdrawal. Pay using your bank account when you e-file your return.
- Direct Pay. Pay directly from a checking or savings account for free.
- Credit or debit cards. Pay your taxes by debit or credit card online, by phone, or with a mobile device.
- Pay with cash. You can make a cash payment at a participating retail partner. Visit IRS.gov/paywithcash for instructions.
The IRS issues more than 9 out of 10 refunds in less than 21 days. However, it’s possible your tax return may require additional review and take longer.
Where’s My Refund? has the most up-to-date information available about your refund. The tool is updated daily so you don’t need to check more often.
Client Portal FAQs
Once you finished the Onboarding process, we will send you instructions and access to your Client Portal.
You will be able to upload your files once you're logged in.
Quick links
Got a question? We're here to answer! If you don't see your question here, email us at contact@exceptionaltaxservices.com! We will respond within 24-48 hours.